John
Burke
Wealth Enhancement Advisory Services, LLC
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About this Advisor
John Burke is a certified financial planner working out of Orchid, Florida. Burke is an employee of Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Academy For Continuing Professional Education, Burke Financial Strategies, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokeragse Services. Burke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, New Jersey, Pennsylvania and Texas. Wealth Enhancement Advisory Services, LLC is a company operating out of Minneapolis, MN. It controls $56 billion in assets under management across its 128,050 customer accounts, making it one of the largest firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which service is offered. Fees billed by Wealth Enhancement Advisory Services, LLC may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
John Burke Work History
John has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Wealth Enhancement Brokeragse Services
Academy For Continuing Professional Education
Burke Financial Strategies
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Burke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Saint Helena, CA
Alpharetta, GA
Minneapolis, MN
Minneapolis, MN
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
